YHB Investment Advisors
Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, COST, BRK.B, and represent 21.66% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, GWW, MOAT, KVUE, VLTO, CVX, IGSB, TSM, IWB, APO.
- Started 14 new stock positions in SCHF, USRT, OXY, IGIB, WCN, ICSH, ETN, CASY, BRBR, CG. SHOP, APO, TSCO, VLTO.
- Reduced shares in these 10 stocks: V (-$26M), ZTS (-$11M), YUMC (-$5.4M), YUM (-$5.4M), WWD (-$5.3M), WFC (-$5.3M), WMT, AAPL, MSFT, SCHM.
- Sold out of its positions in APD, AXON, QCLN, FI, IEX, IRT, ICE, KEYS, ORLY, POOL. ROP, CNRG, BIL, TYL, ULTA, BSV, VRSK, Liberty Global Inc C, STE.
- YHB Investment Advisors was a net seller of stock by $-157M.
- YHB Investment Advisors has $1.0B in assets under management (AUM), dropping by -4.50%.
- Central Index Key (CIK): 0001469219
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YHB Investment Advisors holds 264 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple Stock (AAPL) | 6.9 | $72M | -6% | 372k | 192.53 |
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Microsoft Corp Stock (MSFT) | 5.8 | $60M | -6% | 160k | 376.04 |
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Amazon Stock (AMZN) | 3.3 | $34M | -7% | 226k | 151.94 |
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Costco Whsl Corp Stock (COST) | 2.9 | $30M | -6% | 46k | 660.08 |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 2.7 | $27M | -2% | 77k | 356.66 |
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Thermo Fisher Scientific Stock (TMO) | 2.5 | $25M | -5% | 48k | 530.79 |
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Ishares Core S&p Mid-cap Etf Etf (IJH) | 2.4 | $24M | +15% | 88k | 277.15 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.3 | $24M | -5% | 169k | 139.69 |
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Visa Inc Com Cl A Stock (V) | 2.2 | $22M | -53% | 86k | 260.35 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.1 | $22M | -12% | 156k | 140.93 |
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Ishares Core S&p Small Cap Etf Etf (IJR) | 1.9 | $19M | 179k | 108.25 |
|
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Danaher Corporation Stock (DHR) | 1.8 | $19M | -6% | 83k | 231.34 |
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Unitedhealth Group Stock (UNH) | 1.6 | $17M | -10% | 31k | 526.48 |
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Ecolab Stock (ECL) | 1.5 | $15M | -7% | 77k | 198.35 |
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Stryker Corporation Stock (SYK) | 1.4 | $15M | -5% | 48k | 299.46 |
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Spdr S&p 500 Etf Trust Etf (SPY) | 1.4 | $14M | 30k | 475.30 |
|
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Pepsico Stock (PEP) | 1.3 | $14M | -6% | 82k | 169.84 |
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Intuit Stock (INTU) | 1.3 | $14M | -15% | 22k | 625.04 |
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Home Depot Stock (HD) | 1.3 | $13M | -6% | 39k | 346.55 |
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Amgen Stock (AMGN) | 1.2 | $12M | -7% | 43k | 288.02 |
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United Rentals Stock (URI) | 1.1 | $12M | -15% | 21k | 573.42 |
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Nvidia Corporation Stock (NVDA) | 1.1 | $11M | -5% | 23k | 495.23 |
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Mcdonalds Corp Stock (MCD) | 1.0 | $10M | -7% | 35k | 296.51 |
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Johnson & Johnson Stock (JNJ) | 0.9 | $9.5M | -6% | 60k | 156.74 |
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Lam Research Corp Stock (LRCX) | 0.9 | $9.4M | -17% | 12k | 783.26 |
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Aon Plc Shs Cl A Stock (AON) | 0.9 | $9.4M | -8% | 32k | 291.02 |
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Schwab Us Dividend Equity Etf Etf (SCHD) | 0.9 | $9.1M | -12% | 120k | 76.13 |
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Union Pac Corp Stock (UNP) | 0.9 | $9.1M | -9% | 37k | 245.62 |
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Ishares S&p 500 Growth Etf Etf (IVW) | 0.8 | $8.5M | -10% | 114k | 75.10 |
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.8 | $8.5M | +4% | 103k | 82.96 |
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Ishares Russell 1000 Etf Etf (IWB) | 0.8 | $8.5M | +5% | 33k | 262.26 |
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Ishares Core S&p 500 Etf Etf (IVV) | 0.8 | $8.3M | 17k | 477.63 |
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Nike Inc Cl B Stock (NKE) | 0.8 | $8.3M | -10% | 76k | 108.57 |
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Oracle Corp Stock (ORCL) | 0.8 | $8.0M | -8% | 76k | 105.43 |
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Tjx Cos Stock (TJX) | 0.7 | $7.7M | -11% | 82k | 93.81 |
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Intuitive Surgical Stock (ISRG) | 0.7 | $7.7M | -20% | 23k | 337.36 |
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Amphenol Corp New Cl A Stock (APH) | 0.7 | $7.6M | -3% | 77k | 99.13 |
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Pimco Enhanced Short Maturity Active Etf Etf (MINT) | 0.7 | $7.5M | -4% | 75k | 99.79 |
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.7 | $7.3M | +21% | 86k | 84.87 |
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Ishares Core Msci Eafe Etf Etf (IEFA) | 0.6 | $6.6M | +2% | 94k | 70.35 |
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Jpmorgan Chase & Co Stock (JPM) | 0.6 | $6.4M | 38k | 170.10 |
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Ishares S&p 500 Value Etf Etf (IVE) | 0.6 | $6.2M | -10% | 36k | 173.89 |
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Vanguard S&p 500 Etf Etf (VOO) | 0.6 | $6.2M | 14k | 436.79 |
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Zoetis Inc Cl A Stock (ZTS) | 0.6 | $6.0M | -65% | 31k | 197.37 |
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Nextera Energy Stock (NEE) | 0.6 | $6.0M | -9% | 98k | 60.74 |
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Honeywell Intl Stock (HON) | 0.6 | $5.9M | -11% | 28k | 209.71 |
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Procter And Gamble Stock (PG) | 0.5 | $5.7M | 39k | 146.54 |
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Carlisle Cos Stock (CSL) | 0.5 | $5.6M | 18k | 312.43 |
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Abbvie Stock (ABBV) | 0.5 | $5.5M | -6% | 35k | 154.97 |
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Meta Platforms Inc Cl A Stock (META) | 0.5 | $5.5M | -17% | 15k | 353.96 |
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Cme Group Stock (CME) | 0.5 | $5.3M | 25k | 210.60 |
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Yum Brands Stock (YUM) | 0.5 | $5.1M | -51% | 39k | 130.66 |
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Goldman Sachs Group Stock (GS) | 0.5 | $5.0M | -20% | 13k | 385.77 |
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Ishares Russell 2000 Etf Etf (IWM) | 0.5 | $5.0M | -14% | 25k | 200.71 |
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Rtx Corporation Stock (RTX) | 0.5 | $5.0M | -26% | 59k | 84.14 |
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Paychex Stock (PAYX) | 0.5 | $5.0M | -18% | 42k | 119.11 |
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Walmart Stock (WMT) | 0.5 | $4.8M | -49% | 30k | 157.65 |
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Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.5 | $4.8M | -19% | 70k | 68.42 |
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Palo Alto Networks Stock (PANW) | 0.5 | $4.8M | -2% | 16k | 294.88 |
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Church & Dwight Stock (CHD) | 0.4 | $4.6M | -5% | 49k | 94.56 |
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Chevron Corp Stock (CVX) | 0.4 | $4.6M | +33% | 31k | 149.16 |
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Marriott Intl Inc New Cl A Stock (MAR) | 0.4 | $4.3M | -21% | 19k | 225.51 |
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Salesforce Stock (CRM) | 0.4 | $4.3M | -2% | 16k | 263.14 |
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.4 | $4.2M | -7% | 125k | 34.01 |
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Shell Plc Spon Ads Adr (SHEL) | 0.4 | $4.2M | -10% | 64k | 65.80 |
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Linde Stock (LIN) | 0.4 | $4.2M | -10% | 10k | 410.71 |
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Cummins Stock (CMI) | 0.4 | $4.2M | -3% | 18k | 239.57 |
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General Electric Stock (GE) | 0.4 | $4.2M | -29% | 33k | 127.63 |
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Aflac Stock (AFL) | 0.4 | $4.1M | 50k | 82.50 |
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Woodward Stock (WWD) | 0.4 | $4.1M | -56% | 30k | 136.13 |
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Morningstar Stock (MORN) | 0.4 | $4.0M | -23% | 14k | 286.24 |
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.4 | $3.9M | +2% | 77k | 50.58 |
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Prologis Reit (PLD) | 0.4 | $3.9M | -19% | 29k | 133.30 |
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Ishares Msci Acwi Etf Etf (ACWI) | 0.4 | $3.7M | 36k | 101.77 |
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Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.4 | $3.6M | -7% | 72k | 50.23 |
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Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $3.5M | -11% | 81k | 43.85 |
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Netflix Stock (NFLX) | 0.3 | $3.5M | -22% | 7.1k | 486.88 |
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Fortinet Stock (FTNT) | 0.3 | $3.4M | 58k | 58.53 |
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Fortive Corp Stock (FTV) | 0.3 | $3.4M | -43% | 46k | 73.63 |
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Disney Stock (DIS) | 0.3 | $3.3M | -2% | 36k | 90.29 |
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Mondelez Intl Inc Cl A Stock (MDLZ) | 0.3 | $3.2M | 44k | 72.43 |
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Taiwan Semiconductor Mfg Adr (TSM) | 0.3 | $3.2M | +20% | 31k | 104.00 |
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Spdr Gold Shares Etf (GLD) | 0.3 | $3.1M | -3% | 16k | 191.17 |
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Elevance Health Stock (ELV) | 0.3 | $3.1M | -13% | 6.6k | 471.56 |
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Exxon Mobil Corp Stock (XOM) | 0.3 | $3.1M | -5% | 31k | 99.98 |
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Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $2.8M | -47% | 12k | 237.22 |
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Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $2.8M | -2% | 6.9k | 409.52 |
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Hilton Worldwide Hldgs Stock (HLT) | 0.3 | $2.8M | -24% | 15k | 182.09 |
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Servicenow Stock (NOW) | 0.3 | $2.8M | -4% | 3.9k | 706.49 |
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Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.3 | $2.6M | 21k | 127.91 |
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Carrier Global Corporation Stock (CARR) | 0.3 | $2.6M | 46k | 57.45 |
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Becton Dickinson & Co Stock (BDX) | 0.2 | $2.5M | -5% | 10k | 243.83 |
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Grainger W W Stock (GWW) | 0.2 | $2.4M | +464% | 2.9k | 828.69 |
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L3harris Technologies Stock (LHX) | 0.2 | $2.4M | -5% | 11k | 210.62 |
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Colgate Palmolive Stock (CL) | 0.2 | $2.4M | -24% | 30k | 79.71 |
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.2 | $2.3M | -3% | 36k | 65.06 |
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.2 | $2.3M | -7% | 66k | 35.41 |
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Wells Fargo Stock (WFC) | 0.2 | $2.3M | -69% | 47k | 49.22 |
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Blackrock Stock (BLK) | 0.2 | $2.3M | 2.8k | 811.80 |
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Align Technology Stock (ALGN) | 0.2 | $2.3M | -4% | 8.4k | 274.00 |
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Yum China Hldgs Stock (YUMC) | 0.2 | $2.3M | -70% | 53k | 42.43 |
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Capital One Finl Corp Stock (COF) | 0.2 | $2.2M | -23% | 17k | 131.12 |
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.2 | $2.2M | +87% | 43k | 51.27 |
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Ishares Msci Intl Quality Factor Etf Etf (IQLT) | 0.2 | $2.1M | +5% | 57k | 37.56 |
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.2 | $2.1M | -29% | 42k | 50.74 |
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Waste Mgmt Inc Del Stock (WM) | 0.2 | $2.0M | -48% | 11k | 179.10 |
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Fastenal Stock (FAST) | 0.2 | $2.0M | -29% | 31k | 64.77 |
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.2 | $2.0M | -3% | 26k | 77.37 |
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Ebay Stock (EBAY) | 0.2 | $2.0M | -4% | 46k | 43.62 |
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Lowes Cos Stock (LOW) | 0.2 | $2.0M | 9.0k | 222.55 |
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Illinois Tool Wks Stock (ITW) | 0.2 | $2.0M | -4% | 7.6k | 261.95 |
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Pfizer Stock (PFE) | 0.2 | $2.0M | -8% | 69k | 28.79 |
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Otis Worldwide Corp Stock (OTIS) | 0.2 | $2.0M | 22k | 89.47 |
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Morgan Stanley Stock (MS) | 0.2 | $1.9M | -64% | 21k | 93.25 |
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Vanguard Large-cap Etf Etf (VV) | 0.2 | $1.9M | -7% | 8.7k | 218.15 |
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Essential Utils Stock (WTRG) | 0.2 | $1.9M | -12% | 51k | 37.35 |
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Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $1.9M | -9% | 34k | 55.67 |
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Conocophillips Stock (COP) | 0.2 | $1.8M | -30% | 16k | 116.07 |
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Aercap Holdings Nv Stock (AER) | 0.2 | $1.8M | -28% | 24k | 74.32 |
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Autozone Stock (AZO) | 0.2 | $1.8M | +2% | 687.00 | 2585.61 |
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Phillips 66 Stock (PSX) | 0.2 | $1.7M | 13k | 133.14 |
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Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) | 0.2 | $1.7M | -13% | 18k | 93.81 |
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Kenvue Stock (KVUE) | 0.2 | $1.6M | +398% | 76k | 21.53 |
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Cisco Sys Stock (CSCO) | 0.2 | $1.6M | 32k | 50.52 |
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Mastercard Incorporated Cl A Stock (MA) | 0.2 | $1.6M | 3.8k | 426.51 |
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Citigroup Stock (C) | 0.2 | $1.6M | -17% | 31k | 51.44 |
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Schwab U.s. Large-cap Etf Etf (SCHX) | 0.2 | $1.6M | -2% | 28k | 56.40 |
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Invesco Biotechnology & Genome Etf Etf (PBE) | 0.1 | $1.5M | 23k | 65.84 |
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Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) | 0.1 | $1.4M | +11% | 25k | 55.59 |
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Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.1 | $1.4M | -2% | 16k | 83.63 |
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Bristol-myers Squibb Stock (BMY) | 0.1 | $1.3M | 26k | 51.31 |
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Merck & Co Stock (MRK) | 0.1 | $1.3M | 12k | 109.02 |
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Veralto Corp Stock (VLTO) | 0.1 | $1.3M | NEW | 15k | 82.26 |
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Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) | 0.1 | $1.2M | 40k | 30.59 |
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Cvs Health Corp Stock (CVS) | 0.1 | $1.2M | -39% | 15k | 78.96 |
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.1 | $1.2M | -23% | 15k | 79.22 |
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Alcon Ag Ord Stock (ALC) | 0.1 | $1.2M | +5% | 15k | 78.06 |
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Charter Communications Inc New Cl A Stock (CHTR) | 0.1 | $1.1M | -23% | 3.0k | 388.68 |
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American Express Stock (AXP) | 0.1 | $1.1M | -17% | 5.9k | 187.34 |
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Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $1.1M | 6.4k | 170.40 |
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Voya Financial Stock (VOYA) | 0.1 | $1.1M | -60% | 15k | 72.96 |
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Automatic Data Processing Stock (ADP) | 0.1 | $999k | -3% | 4.3k | 232.97 |
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Broadcom Stock (AVGO) | 0.1 | $963k | +5% | 863.00 | 1116.25 |
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Coca Cola Stock (KO) | 0.1 | $928k | -8% | 16k | 58.93 |
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Paypal Hldgs Stock (PYPL) | 0.1 | $915k | -77% | 15k | 61.41 |
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $893k | +3% | 8.6k | 104.10 |
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Lincoln Elec Hldgs Stock (LECO) | 0.1 | $885k | -31% | 4.1k | 217.46 |
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Starbucks Corp Stock (SBUX) | 0.1 | $849k | -5% | 8.8k | 96.01 |
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Cognizant Technology Solutions Cl A Stock (CTSH) | 0.1 | $839k | -11% | 11k | 75.53 |
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Chipotle Mexican Grill Stock (CMG) | 0.1 | $821k | 359.00 | 2286.96 |
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Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.1 | $819k | -11% | 8.6k | 95.08 |
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Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.1 | $818k | +97% | 7.8k | 105.43 |
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Intel Corp Stock (INTC) | 0.1 | $798k | -2% | 16k | 50.25 |
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Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $797k | -13% | 17k | 47.24 |
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Abbott Labs Stock (ABT) | 0.1 | $790k | 7.2k | 110.07 |
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Berkley W R Corp Stock (WRB) | 0.1 | $760k | 11k | 70.72 |
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Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) | 0.1 | $753k | 10k | 75.67 |
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Sap Se Adr (SAP) | 0.1 | $740k | -6% | 4.8k | 154.59 |
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Vanguard Small-cap Etf Etf (VB) | 0.1 | $723k | 3.4k | 213.33 |
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Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $708k | 18k | 40.21 |
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Spdr Blackstone Senior Loan Etf Etf (SRLN) | 0.1 | $677k | -4% | 16k | 41.93 |
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Transdigm Group Stock (TDG) | 0.1 | $672k | 664.00 | 1011.60 |
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Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $671k | 7.6k | 88.36 |
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Energy Select Sector Spdr Fund Etf (XLE) | 0.1 | $657k | 7.8k | 83.84 |
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Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $656k | -19% | 5.3k | 124.97 |
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International Business Machs Stock (IBM) | 0.1 | $653k | 4.0k | 163.56 |
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Ishares Msci Usa Equal Weighted Etf Etf (EUSA) | 0.1 | $650k | 7.7k | 84.44 |
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Pimco Short Term Municipal Bond Active Etf Etf (SMMU) | 0.1 | $643k | -5% | 13k | 50.03 |
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Edwards Lifesciences Corp Stock (EW) | 0.1 | $634k | -76% | 8.3k | 76.25 |
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Applied Matls Stock (AMAT) | 0.1 | $633k | 3.9k | 162.07 |
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Invesco Ultra Short Duration Etf Etf (GSY) | 0.1 | $629k | -8% | 13k | 49.88 |
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Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.1 | $626k | -85% | 8.3k | 75.32 |
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Liberty Broadband Corp Com Ser C Stock (LBRDK) | 0.1 | $618k | -42% | 7.7k | 80.59 |
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The Cigna Group Stock (CI) | 0.1 | $600k | -5% | 2.0k | 299.45 |
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American Tower Corp Reit (AMT) | 0.1 | $584k | -61% | 2.7k | 215.88 |
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Bank America Corp Stock (BAC) | 0.1 | $584k | 17k | 33.67 |
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3M Stock (MMM) | 0.1 | $578k | -15% | 5.3k | 109.31 |
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Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $568k | 1.9k | 303.17 |
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Gilead Sciences Stock (GILD) | 0.1 | $566k | -16% | 7.0k | 81.01 |
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Adobe Stock (ADBE) | 0.1 | $566k | 949.00 | 596.60 |
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Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $556k | 633.00 | 878.29 |
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Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $543k | 4.9k | 111.63 |
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Johnson Ctls Intl Stock (JCI) | 0.1 | $542k | 9.4k | 57.64 |
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Invesco Global Water Etf Etf (PIO) | 0.1 | $540k | 14k | 39.53 |
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Tesla Stock (TSLA) | 0.1 | $519k | +4% | 2.1k | 248.48 |
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Medtronic Stock (MDT) | 0.0 | $512k | -13% | 6.2k | 82.38 |
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Ge Healthcare Technologies Stock (GEHC) | 0.0 | $508k | -26% | 6.6k | 77.32 |
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Vanguard Growth Etf Etf (VUG) | 0.0 | $508k | 1.6k | 310.88 |
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Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.0 | $508k | +16% | 9.1k | 55.90 |
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Caterpillar Stock (CAT) | 0.0 | $500k | 1.7k | 295.71 |
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Equinix Reit (EQIX) | 0.0 | $499k | -5% | 620.00 | 805.39 |
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Emerson Elec Stock (EMR) | 0.0 | $496k | -42% | 5.1k | 97.33 |
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Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.0 | $487k | -29% | 4.9k | 99.29 |
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Quanta Svcs Stock (PWR) | 0.0 | $455k | 2.1k | 215.80 |
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Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $455k | +22% | 7.2k | 63.33 |
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $451k | 8.0k | 56.14 |
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Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $435k | 5.8k | 75.35 |
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Liberty Broadband Corp Com Ser A Stock (LBRDA) | 0.0 | $420k | -8% | 5.2k | 80.64 |
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Novartis Adr (NVS) | 0.0 | $416k | 4.1k | 100.97 |
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Norfolk Southn Corp Stock (NSC) | 0.0 | $411k | 1.7k | 236.38 |
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Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $408k | 2.5k | 165.25 |
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Apollo Global Mgmt Stock (APO) | 0.0 | $407k | NEW | 4.4k | 93.19 |
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Sherwin Williams Stock (SHW) | 0.0 | $405k | +9% | 1.3k | 311.90 |
|
Toronto Dominion Bk Ont Stock (TD) | 0.0 | $390k | 6.0k | 64.62 |
|
|
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) | 0.0 | $389k | -2% | 19k | 20.45 |
|
Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $385k | -41% | 9.4k | 41.10 |
|
Copart Stock (CPRT) | 0.0 | $385k | -43% | 7.9k | 49.00 |
|
Eli Lilly & Co Stock (LLY) | 0.0 | $381k | +7% | 653.00 | 582.92 |
|
Texas Instrs Stock (TXN) | 0.0 | $374k | +2% | 2.2k | 170.46 |
|
Deere & Co Stock (DE) | 0.0 | $372k | 931.00 | 399.87 |
|
|
Blackrock Ultra Short-term Bond Etf Etf (ICSH) | 0.0 | $361k | NEW | 7.2k | 50.36 |
|
Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $358k | 1.9k | 192.52 |
|
|
Kimberly-clark Corp Stock (KMB) | 0.0 | $356k | 2.9k | 121.53 |
|
|
Fedex Corp Stock (FDX) | 0.0 | $355k | 1.4k | 252.97 |
|
|
Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $351k | +3% | 2.2k | 157.80 |
|
Boeing Stock (BA) | 0.0 | $349k | 1.3k | 260.66 |
|
|
Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $347k | -30% | 9.2k | 37.60 |
|
Csx Corp Stock (CSX) | 0.0 | $336k | 9.7k | 34.67 |
|
|
Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $335k | 954.00 | 350.91 |
|
|
Cdw Corp Stock (CDW) | 0.0 | $326k | 1.4k | 227.32 |
|
|
Dupont De Nemours Stock (DD) | 0.0 | $320k | -2% | 4.2k | 76.93 |
|
Blackstone Stock (BX) | 0.0 | $316k | 2.4k | 130.92 |
|
|
Qualcomm Stock (QCOM) | 0.0 | $307k | -18% | 2.1k | 144.63 |
|
D R Horton Stock (DHI) | 0.0 | $305k | 2.0k | 151.98 |
|
|
Verizon Stock (VZ) | 0.0 | $304k | -61% | 8.1k | 37.70 |
|
Mckesson Corp Stock (MCK) | 0.0 | $297k | -82% | 642.00 | 462.98 |
|
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.0 | $294k | 2.3k | 125.14 |
|
|
Eog Res Stock (EOG) | 0.0 | $291k | 2.4k | 120.95 |
|
|
Ing Groep Adr (ING) | 0.0 | $290k | 19k | 15.02 |
|
|
Vanguard Mid-cap Etf Etf (VO) | 0.0 | $285k | 1.2k | 232.64 |
|
|
Monster Beverage Corp Stock (MNST) | 0.0 | $277k | 4.8k | 57.61 |
|
|
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) | 0.0 | $277k | -2% | 14k | 19.30 |
|
Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $274k | -64% | 2.6k | 104.46 |
|
Fair Isaac Corp Stock (FICO) | 0.0 | $271k | -16% | 233.00 | 1164.01 |
|
Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $270k | -25% | 4.7k | 57.96 |
|
Middlefield Banc Corp Stock (MBCN) | 0.0 | $266k | 8.2k | 32.37 |
|
|
Bellring Brands Stock (BRBR) | 0.0 | $265k | NEW | 4.8k | 55.43 |
|
Hubbell Stock (HUBB) | 0.0 | $262k | 795.00 | 328.93 |
|
|
Hershey Stock (HSY) | 0.0 | $254k | +7% | 1.4k | 186.44 |
|
Marsh & Mclennan Cos Stock (MMC) | 0.0 | $251k | -3% | 1.3k | 189.47 |
|
Dow Stock (DOW) | 0.0 | $244k | +4% | 4.5k | 54.84 |
|
Eaton Corp Stock (ETN) | 0.0 | $244k | NEW | 1.0k | 240.82 |
|
Idexx Labs Stock (IDXX) | 0.0 | $242k | -46% | 436.00 | 555.05 |
|
Lockheed Martin Corp Stock (LMT) | 0.0 | $238k | 526.00 | 453.24 |
|
|
Occidental Pete Corp Stock (OXY) | 0.0 | $237k | NEW | 4.0k | 59.71 |
|
Hartford Finl Svcs Group Stock (HIG) | 0.0 | $235k | -6% | 2.9k | 80.38 |
|
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) | 0.0 | $232k | -7% | 12k | 19.45 |
|
Enterprise Prods Partners Stock (EPD) | 0.0 | $231k | 8.8k | 26.35 |
|
|
Tractor Supply Stock (TSCO) | 0.0 | $223k | NEW | 1.0k | 215.03 |
|
Charles Riv Labs Intl Stock (CRL) | 0.0 | $223k | -9% | 941.00 | 236.40 |
|
Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $221k | 435.00 | 507.38 |
|
|
Schwab International Equity Etf Etf (SCHF) | 0.0 | $219k | NEW | 5.9k | 36.96 |
|
Ishares Core U.s. Reit Etf Etf (USRT) | 0.0 | $219k | NEW | 4.0k | 54.29 |
|
Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.0 | $215k | 4.2k | 51.05 |
|
|
Caseys Gen Stores Stock (CASY) | 0.0 | $214k | NEW | 779.00 | 274.74 |
|
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $214k | NEW | 4.1k | 52.00 |
|
Sprott Physical Gold & Silver Tr Unit Cef (CEF) | 0.0 | $213k | 11k | 19.15 |
|
|
Shopify Inc Cl A Stock (SHOP) | 0.0 | $211k | NEW | 2.7k | 77.90 |
|
Duke Energy Corp Stock (DUK) | 0.0 | $208k | -20% | 2.1k | 97.03 |
|
Waste Connections Stock (WCN) | 0.0 | $208k | NEW | 1.4k | 149.27 |
|
Southern Stock (SO) | 0.0 | $207k | -5% | 2.9k | 70.12 |
|
Carlyle Group Stock (CG) | 0.0 | $202k | NEW | 5.0k | 40.69 |
|
Akili Stock (AKLI) | 0.0 | $52k | -19% | 106k | 0.49 |
|
General Moly Stock | 0.0 | $0 | 12k | 0.00 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- YHB Investment Advisors 2023 Q4 filed Jan. 29, 2024
- YHB Investment Advisors 2023 Q3 filed Oct. 23, 2023
- YHB Investment Advisors 2023 Q2 filed Aug. 10, 2023
- YHB Investment Advisors 2023 Q1 filed May 8, 2023
- YHB Investment Advisors 2022 Q4 filed Jan. 12, 2023
- YHB Investment Advisors 2022 Q3 filed Nov. 3, 2022
- YHB Investment Advisors 2022 Q2 filed July 14, 2022
- YHB Investment Advisors 2022 Q1 filed April 14, 2022
- YHB Investment Advisors 2021 Q4 filed Jan. 18, 2022
- YHB Investment Advisors 2021 Q3 filed Oct. 28, 2021
- YHB Investment Advisors 2021 Q2 filed July 15, 2021
- YHB Investment Advisors 2021 Q1 filed April 22, 2021
- YHB Investment Advisors 2020 Q4 filed Jan. 21, 2021
- YHB Investment Advisors 2020 Q3 filed Nov. 2, 2020
- YHB Investment Advisors 2020 Q2 filed July 20, 2020
- YHB Investment Advisors 2020 Q1 filed April 16, 2020